Rachel Hampshire

Experience

• 

  HSBC

  Jan 1989 - Jan 2012

  I provided financial planning advice to owner manager businesses and high net worth individuals.

  • Commercial Independent Financial Adviser

    Jan 1995 - Jan 2012

  • Junior Lending Manager

    Jan 1993 - Jan 1995

  • Sales and Marketing Manager

    Jan 1991 - Jan 1993

  • Graduate Trainee

    Jan 1989 - Jan 1991
• 

  Rosebank Wealth Management

  Jul 2012 - Mar 2020

  Wealth Management Consultant

  Rosebank Wealth Management is a financial planning practice serving private and corporate clients in London and the Home Counties and a Principal Partner Practice of St. James's Place Wealth Management. As a member of the Rosebank team I offered a broad spectrum of financial planning advice to my portfolio of private and business clients and latterly specialised in later life care planning and became a member of S.O.L.L.A (as above).

• 

  Ergowealth Ltd

  Mar 2020 - now

  Chartered Financial Planner

  Ergowealth is an independent firm of Chartered Financial Planners providing an integrated financial planning service based on solid research and analysis coupled with excellent customer care. I work with fellow Ergo professionals to provide bespoke financial plans relevant to the individual needs of each client and am qualified and experience in helping families to plan for later life care fees. I am an accredited member of S.O.L.L.A. (Society of Later Life Advisers).